How to import WealthPoint indicator results into The Raiser's Edge as either a rating or an attribute

When WealthPoint indicator results are returned by Target Analytics they can be imported into The Raiser's Edge as either a Prospect Rating or a Constituent Attribute. This article details both import processes.

Article
Number:103290

Products:

Raiser_s_Edge_RE

Analytics_TA

Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

If you have the optional RE:Search module, your WealthPoint Indicator results will import as Prospect Ratings:

Save the import file provided by Blackbaud Analytics to the local workstation. If the file has a ZIP extension, unzip the data file.

What file to you wish to import? Browse to the import file provided by Blackbaud Analytics. When browsing for the file, be sure to set the Files of Type to 'All Files' or 'Text Files (*.txt, *.csv, *.prn)'.

How do you want the system to identify existing constituents? Use the Import ID*

What is the format of this import file? Delimited

File Layout Tab:

Field Separators and Text Qualifiers: Comma, Quotation

Import Field Names: Field names are on the first line of the import file

Sample Import Format: Verify the first few rows of the import file

Fields Tab:

In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column.

Summary Tab:

We recommend marking all available checkboxes. At the very least, mark the option to create a control report.

3. Click Import Now.

Below is how the score will appear on the Prospect tab under Ratings:

If you do not have the optional RE:Search module, the WealthPoint Indicator results will import as constituent attributes:

Save the import file provided by Blackbaud Analytics to the local workstation. If the file has a ZIP extension, unzip the data file.

Before proceeding with the import, please go to Configuration, Attributes to add a new constituent attribute called CMS WealthPoing Indicator. This attribute should have a data type of table.

What file to you wish to import? Browse to the import file provided by Blackbaud Analytics. When browsing for the file, be sure to set the Files of Type to 'All Files' or 'Text Files (*.txt, *.csv, *.prn)'.

How do you want the system to identify existing constituents? Use the Import ID*

What is the format of this import file? Delimited

File Layout Table

​Field Separators and Text Qualifiers: Comma, Quotation

Import Field Names: Field names are on the first line of the import file

Sample Import Format: Verify the first few rows of the import file

Fields Tab:

In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column.

Summary Tab:

We recommend marking all available checkboxes. At the very least, mark the Create control report option.

4. Click Import Now.

Below is how the score will appear on the constituents Attributes tab: